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Posted Mon, 23 Sep 2024 15:38:36 GMT by Tessa Oxnam
If I convert a Cash ISa to Shares ISA - what are the rules for sheltering existing shareholdings in this ISA. Obiously I declare shares I sell for capital gains -but are there any rules as to when share should be sold and bought. Can I buy shares for ISA and then sell at different dates afterwards. Or do I have to buy then sell within certain time limits. Thank you.
Posted Wed, 02 Oct 2024 08:00:08 GMT by HMRC Admin 25 Response
Hi Tessa,
You can move the contents of a cash ISA into a stocks and shares ISA without losing any of your £20000 allowance.
Have a look at the guidance here:
Individual Savings Accounts (ISAs)
Thank you. 
 
Posted Sun, 20 Oct 2024 17:20:41 GMT by Tessa Oxnam
Many thanks. Can I shelter an existing holding of shares within this ISA - and if so, are there any rules on dates of purchase and sale of these shares.
Posted Mon, 28 Oct 2024 11:36:40 GMT by HMRC Admin 17 Response

Hi ,
 
As long as you have not exceeded the 20k input each year, yes.

There is no time limits on buying/selling  .

Thank you .

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